Preferred-Plus Fund's Preferred-Plus Fund (INPPX) has disclosed 14 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2021-12-31. The current portfolio value is calculated to be $2.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 6%.
Preferred-Plus Fund (INPPX)'s
Total Assets is $14.34 Mil , Total Liabilities is $24,450.00 , Net Assets is $14.31 Mil.
In Preferred-Plus Fund (INPPX)'s current portfolio as of 2021-12-31, the top 5 holdings are
Enstar Group Ltd (ESGRP.PFD), Morgan Stanley (MSpK.PFD), Synovus Financial Corp (SNVpD.PFD), CHS Inc (CHSCL.PFD) and Citigroup Capital XIII (CpN.PFD),
not including call and put options.
Preferred-Plus Fund (INPPX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for Preferred-Plus Fund (INPPX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for Preferred-Plus Fund (INPPX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Preferred-Plus Fund.
